Preface QuoteWizard

Project Overview

Project involved spinning up operational reporting for 4 new QuoteWizard products. Prior reporting had been mostly based in a home-built analytics system and compiled by product managers in excel for performance tracking and management.

At the end of the project we had installed a locally-hosted instance of Tableau Server and provided in depth dashboards for all four products. In one notable instance (detailed below), visualization allowed the business owner to identify a major problem area and rapidly scale revenues as a result.